Grace Financial Services Has Joined the Oracle Family!
Oracle Advisory Group and Grace Financial Services are thrilled to announce that the two organisations have joined forces and Grace Financial has become integrated within the group. This new partnership will further deepen the depth and expertise across Oracle Advisory Group, while allowing Grace Financial Services clients access to a broader range of services.
Grace Financial Services is a natural fit for the Oracle Group, with shared values, approach, and style. We aim to continue to provide each client with the professional, detailed, financial advice that they deserve.
As we join Oracle’s Newcastle team, we will continue to look after all your financial planning needs, coupled with Oracle’s mortgage broking services. Our team can assist you with home loans, investment loans, care and recreational vehicle loans, business loans and equipment finance.
Oracle Financial Planning Services
We offer a full range of financial planning services to our clients, both as individuals and businesses. The services that we offer allow us to build complete plans that work for you and your needs, and the areas that we offer services in include:
- Retirement Planning
- Personal Insurance
- Estate Planning
- Debt Management
- SMSF Administration
- Investment Services
Our customers come to us for everything from:
- Cash flow budgeting and expenditure control
- Debt management & reduction
- Direct & managed investments
- Estate planning
- Personal & Business insurance
- Retirement & aged care advice
- Social security and pensions
- Personal & business succession planning
- Taxation minimisation strategies
- Transition to retirement
Note: this is just a summary of our most requested services. If your financial needs are unique and beyond the scope of above, then be sure to talk to us, as our team can tailor services to meet your needs.
How Will Grace Financial Services Clients Benefit From Oracle Financial Planning Services?
Grace Financial Services clients can now access the benefits that come from a truly national organisation. Oracle Advisory Group has the scope to assist to assist you with any of your financial needs.
Consider Our Other Financial Services!
Oracle Advisory Group’s scope extends well beyond financial planning, too, and this is another benefit that Grace Financial Services clients can now take advantage of; we offer a full suite of services and can be your one-stop-shop partner in finance. Our team can assist you with mortgage broking, home loans, investment loans, care and recreational vehicle loans, business loans and equipment finance.
What Happens To Grace Financial Services?
For clients, absolutely nothing changes, and it remains business as usual. You will continue to be able to access your existing accounting services by speaking to the Oracle team.
We are excited to formally welcome the Grace Financial Services clients to the Oracle family!